LEGACY SOLUTIONS, LLC MOAT Holdings History
Number of Shares
62,116.00
Current Holdings Value*
$5.83 Mil
% of Portfolio
5.58%
Total Estimate Gain
$-3,432.79
% of Total Estimate Gain
-0.05%
LEGACY SOLUTIONS, LLC's VanEck Morningstar Wide Moat ETF Holding Summary
As of 2025-06-30, LEGACY SOLUTIONS, LLC held 62,116.00 shares of VanEck Morningstar Wide Moat ETF(MOAT), totaling $5.83 Mil. This investment constitutes 5.58% of their stock portfolio, and LEGACY SOLUTIONS, LLC now holds 0.05% of the outstanding VanEck Morningstar Wide Moat ETF(MOAT) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $91.13 for 3,646.00 shares. Based on historical transaction data and MOAT's current price of $96.58, LEGACY SOLUTIONS, LLC's estimated gain on his MOAT holdings is $-3,432.79, reflecting a -0.05% gain to date.
LEGACY SOLUTIONS, LLC MOAT ($96.58) Holding Chart
LEGACY SOLUTIONS, LLC MOAT ($96.58) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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